6/16/2025 | Lynx Investment Advisory | 63,241 | $4.58M | 3.1% | +2.4% | 0.426% | |
5/20/2025 | Anchor Investment Management LLC | 25,262 | $1.83M | 0.2% | -16.5% | 0.175% | |
5/14/2025 | Flow Traders U.S. LLC | 75,698 | $5.48M | 0.2% | N/A | 0.526% | |
5/14/2025 | Legacy Financial Advisors Inc. | 3,106 | $225K | 0.0% | -7.8% | 0.022% | |
5/1/2025 | ADG Wealth Management Group LLC | 56,599 | $4.10M | 3.9% | -7.1% | 0.393% | |
5/1/2025 | Fifth Third Securities Inc. | 127,861 | $9.26M | 0.8% | -2.3% | 0.888% | |
4/30/2025 | Leavell Investment Management Inc. | 2,875 | $208K | 0.0% | N/A | 0.020% | |
4/28/2025 | Private Trust Co. NA | 8,222 | $596K | 0.1% | -5.0% | 0.058% | |
4/24/2025 | Confluence Wealth Services Inc. | 127,496 | $9.38M | 0.6% | +2.2% | 0.898% | |
4/24/2025 | Crescent Grove Advisors LLC | 3,516 | $255K | 0.0% | -5.7% | 0.025% | |
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4/17/2025 | Janney Montgomery Scott LLC | 174,288 | $12.63M | 0.0% | +4.2% | 1.227% | |
4/11/2025 | Princeton Global Asset Management LLC | 4,531 | $328K | 0.1% | -5.2% | 0.032% | |
4/9/2025 | NBC Securities Inc. | 653 | $47K | 0.0% | N/A | 0.005% | |
4/8/2025 | Lowe Wealth Advisors LLC | 46,687 | $3.38M | 1.4% | +62.1% | 0.333% | |
2/18/2025 | Sunbelt Securities Inc. | 37,714 | $2.56M | 0.2% | +7.2% | 0.385% | |
2/17/2025 | Captrust Financial Advisors | 72,615 | $4.94M | 0.0% | +19.9% | 0.741% | |
2/13/2025 | Legacy Financial Advisors Inc. | 3,370 | $229K | 0.0% | -13.5% | 0.034% | |
2/12/2025 | JPMorgan Chase & Co. | 268,731 | $18.26M | 0.0% | +3.5% | 2.742% | |
2/11/2025 | Lynx Investment Advisory | 61,772 | $4.20M | 2.9% | +15.7% | 0.630% | |
2/11/2025 | Millstone Evans Group LLC | 875 | $59K | 0.0% | N/A | 0.009% | |
2/6/2025 | Jones Financial Companies Lllp | 8,866 | $603K | 0.0% | N/A | 0.090% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 28,481 | $1.94M | 0.2% | -2.4% | 0.291% | |
2/5/2025 | ADG Wealth Management Group LLC | 60,944 | $4.14M | 3.7% | N/A | 0.622% | |
2/5/2025 | Private Trust Co. NA | 8,652 | $588K | 0.1% | -17.8% | 0.088% | |
2/3/2025 | First Horizon Advisors Inc. | 717 | $49K | 0.0% | -32.2% | 0.007% | |
1/27/2025 | Confluence Wealth Services Inc. | 124,778 | $8.66M | 0.6% | +5.1% | 1.273% | |
1/23/2025 | Fifth Third Securities Inc. | 130,814 | $8.89M | 0.8% | +16.5% | 1.335% | |
1/17/2025 | Janney Montgomery Scott LLC | 167,329 | $11.37M | 0.0% | -1.2% | 1.707% | |
1/10/2025 | Lowe Wealth Advisors LLC | 28,794 | $1.96M | 0.8% | +198.4% | 0.294% | |
12/26/2024 | JPMorgan Chase & Co. | 259,532 | $19.36M | 0.0% | +50.9% | 2.648% | |
11/21/2024 | Anchor Investment Management LLC | 30,262 | $2.26M | 0.2% | N/A | 0.309% | |
11/18/2024 | Sunbelt Securities Inc. | 35,168 | $2.62M | 0.3% | +8.7% | 0.359% | |
11/14/2024 | Captrust Financial Advisors | 60,545 | $4.52M | 0.0% | +1,162.4% | 0.618% | |
11/13/2024 | Private Trust Co. NA | 10,521 | $785K | 0.1% | +3.9% | 0.107% | |
11/12/2024 | Icon Wealth Advisors LLC | 112,672 | $8.40M | 0.3% | +1,298.8% | 1.150% | |
11/8/2024 | First Horizon Advisors Inc. | 1,057 | $79K | 0.0% | +95.4% | 0.011% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 23,903 | $1.78M | 0.0% | +4.8% | 0.244% | |
11/5/2024 | Lynx Investment Advisory | 53,401 | $3.98M | 2.9% | +13.8% | 0.545% | |
10/29/2024 | Confluence Wealth Services Inc. | 118,756 | $8.86M | 0.6% | +7.5% | 1.212% | |
10/29/2024 | Janney Montgomery Scott LLC | 169,378 | $12.63M | 0.0% | +1.8% | 1.728% | |
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10/29/2024 | Princeton Global Asset Management LLC | 4,781 | $357K | 0.1% | -5.0% | 0.049% | |
10/11/2024 | Fifth Third Securities Inc. | 112,276 | $8.38M | 0.8% | -0.9% | 1.146% | |
10/2/2024 | Lowe Wealth Advisors LLC | 9,650 | $720K | 0.3% | +828.8% | 0.098% | |
8/16/2024 | Sunbelt Securities Inc. | 32,341 | $2.18M | 0.2% | +5.5% | 0.330% | |
8/13/2024 | Legacy Financial Advisors Inc. | 4,094 | $276K | 0.0% | -4.4% | 0.042% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 22,811 | $1.54M | 0.0% | +25.8% | 0.233% | |
7/31/2024 | Confluence Wealth Services Inc. | 110,440 | $7.44M | 0.6% | +5.0% | 1.127% | |
7/16/2024 | ORG Partners LLC | 8,213 | $554K | 0.1% | N/A | 0.084% | |
7/15/2024 | Fifth Third Securities Inc. | 113,257 | $7.63M | 0.7% | +12.5% | 1.156% | |
7/9/2024 | Lowe Wealth Advisors LLC | 1,039 | $70K | 0.0% | N/A | 0.011% | |
7/9/2024 | Lynx Investment Advisory | 46,911 | $3.16M | 2.3% | N/A | 0.479% | |
5/17/2024 | Comerica Bank | 2,836 | $191K | 0.0% | +42.5% | 0.029% | |
5/1/2024 | Janney Montgomery Scott LLC | 161,789 | $10.90M | 0.0% | -8.5% | 1.651% | |
4/22/2024 | Confluence Wealth Services Inc. | 105,181 | $7.09M | 0.6% | -3.5% | 1.073% | |
4/18/2024 | Fifth Third Securities Inc. | 100,662 | $6.78M | 0.7% | +8.5% | 0.968% | |
4/15/2024 | Sunbelt Securities Inc. | 30,664 | $2.07M | 0.2% | -2.7% | 0.295% | |
2/16/2024 | Aspect Partners LLC | 7,858 | $507K | 0.3% | N/A | 0.076% | |
2/14/2024 | Icon Wealth Advisors LLC | 8,141 | $526K | 0.1% | N/A | 0.078% | |
2/14/2024 | Waterloo Capital L.P. | 10,836 | $700K | 0.1% | -6.6% | 0.104% | |
2/8/2024 | Janney Montgomery Scott LLC | 176,873 | $11.42M | 0.0% | +0.7% | 1.701% | |
2/6/2024 | Legacy Financial Advisors Inc. | 4,350 | $281K | 0.1% | -68.7% | 0.042% | |
1/29/2024 | ORG Partners LLC | 9,261 | $598K | 0.1% | N/A | 0.089% | |
1/25/2024 | Confluence Wealth Services Inc. | 108,985 | $7.04M | 0.8% | -1.2% | 1.048% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 16,086 | $1.04M | 0.0% | +152.5% | 0.155% | |
1/24/2024 | Private Trust Co. NA | 10,124 | $654K | 0.1% | +5.2% | 0.097% | |
12/11/2023 | Sunbelt Securities Inc. | 28,890 | $1.71M | 0.2% | +13.3% | 0.278% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 6,370 | $378K | 0.0% | +9.2% | 0.061% | |
11/8/2023 | Janney Montgomery Scott LLC | 175,663 | $10.42M | 0.0% | +7.7% | 1.689% | |
11/1/2023 | Confluence Wealth Services Inc. | 110,257 | $6.54M | 1.3% | +24.4% | 1.060% | |
10/18/2023 | Private Trust Co. NA | 9,624 | $571K | 0.1% | +5.6% | 0.093% | |
10/12/2023 | Fifth Third Securities Inc. | 91,849 | $5.49M | 0.6% | +2.4% | 0.883% | |
8/9/2023 | Flow Traders U.S. LLC | 52,800 | $3.28M | 0.1% | +33.2% | 0.520% | |
8/4/2023 | Princeton Global Asset Management LLC | 4,769 | $296K | 0.1% | +7.1% | 0.047% | |
8/3/2023 | First Horizon Advisors Inc. | 817 | $51K | 0.0% | -27.9% | 0.008% | |
8/1/2023 | Confluence Wealth Services Inc. | 88,596 | $5.50M | 1.2% | +4.6% | 0.873% | |
7/31/2023 | WealthPLAN Partners LLC | 98,832 | $6.13M | 0.9% | -31.4% | 0.974% | |
7/28/2023 | Private Trust Co. NA | 9,110 | $565K | 0.1% | -4.9% | 0.090% | |
7/26/2023 | Janney Montgomery Scott LLC | 163,086 | $10.12M | 0.0% | +2.8% | 1.607% | |
7/25/2023 | WealthPlan Investment Management LLC | 8,492 | $304K | 0.1% | -92.0% | 0.084% | |
7/19/2023 | Fifth Third Securities Inc. | 89,729 | $5.57M | 0.6% | +47.5% | 0.884% | |
5/15/2023 | Flow Traders U.S. LLC | 39,645 | $2.40M | 0.1% | N/A | 0.402% | |
5/12/2023 | Confluence Wealth Services Inc. | 84,712 | $5.14M | 1.2% | +7.2% | 0.860% | |
5/11/2023 | Colonial Trust Co SC | 2,308 | $139K | 0.0% | -39.3% | 0.023% | |
5/11/2023 | Icon Wealth Partners LLC | 8,228 | $499K | 0.1% | N/A | 0.084% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,052 | $64K | 0.0% | N/A | 0.011% | |
5/10/2023 | WealthPLAN Partners LLC | 144,047 | $8.73M | 1.0% | -42.8% | 1.462% | |
5/9/2023 | US Bancorp DE | 30,000 | $1.82M | 0.0% | -3.0% | 0.305% | |
5/8/2023 | WealthPlan Investment Management LLC | 106,235 | $6.44M | 1.1% | -57.8% | 1.079% | |
5/5/2023 | Assetmark Inc. | 90,654 | $5.50M | 0.0% | +38.3% | 0.920% | |
5/5/2023 | Silver Oak Securities Incorporated | 34,973 | $2.12M | 0.3% | +5.7% | 0.355% | |
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4/28/2023 | Janney Montgomery Scott LLC | 158,659 | $9.62M | 0.0% | +42.7% | 1.611% | |
4/20/2023 | Princeton Global Asset Management LLC | 4,451 | $270K | 0.1% | +12.7% | 0.045% | |
4/17/2023 | Fifth Third Securities Inc. | 60,834 | $3.69M | 0.4% | -1.1% | 0.618% | |
4/12/2023 | Private Trust Co. NA | 9,583 | $581K | 0.1% | +63.7% | 0.097% | |
3/6/2023 | OLD Mission Capital LLC | 103,499 | $5.97M | 0.2% | +656.8% | 0.000% | |
2/10/2023 | Confluence Wealth Services Inc. | 79,037 | $4.56M | 1.2% | +215.3% | 0.000% | |
2/10/2023 | Wayfinding Financial LLC | 4,745 | $311K | 0.2% | -22.3% | 0.000% | |
2/6/2023 | Legacy Financial Advisors Inc. | 14,716 | $848K | 0.2% | -39.5% | 0.000% | |
2/2/2023 | Silver Oak Securities Incorporated | 33,094 | $1.91M | 0.4% | N/A | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 111,172 | $6.41M | 0.0% | +50.8% | 0.000% | |